If you’re like most people, you aren’t eager to spend time thinking about what would happen if you became unable to direct your own medical care because of illness, an accident, or advanced age. However, if you don’t do at least a little bit of planning — writing down your wishes about the kinds of […]
Everything Baby Boomers Need to Know About Estate Planning
Don't have an up-to-date estate plan? You're not alone. More than 70 percent of Americans don't, including more than half of all baby boomers. That's why we're sharing our best tips for creating one. 1. Everyone needs an estate plan. These are critical documents that everyone—rich or poor, young or ... READ the POST
How to Choose the Right Executor
Choosing an executor — the person or institution you put in charge of administering your estate and carrying out your final wishes — is one of the most important decisions you’ll make when preparing a will. Picking the right executor can help ensure the prompt, accurate distribution of your ... READ the POST
Are Safe Deposit Boxes Safe? Nope, They Aren’t!
You may have seen the recent New York Times article about Philip Poniz. He had stored his entire collection of rare watches in a Wells Fargo safe deposit box. They were his retirement plan. When he recently went to retrieve them, the box was empty. It’s a great article! The big ... READ the POST
Optimal Caregiving: A guide for managing senior health and well-being
Caregiving is an ever-changing journey that can raise more questions than answers when it comes to caring for your loved one, because as a caregiver, we always want what’s best for the people we love. Optimal Caregiving: A Guide for Managing Senior Health and Well-Being shares awareness of good ... READ the POST
Take the 7 Day Challenge
Get your crap together so your Family won't have to! When something happens to me, I don't want to burden my children. I want to prepare them for the decisions and arrangements they will need to make. While no one wants to contemplate your own death, you can give your loved ones a certain ... READ the POST
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